To rename a profile in Wealthsimple Tax, please follow the steps below.
- Log into your Wealthsimple Tax account at my.wealthsimple.com
- Click the Account menu in the top right of the page and select My Tax Returns
- Click the more options icon (three dots), and select Rename Profile.
- You can then change the profile name to whatever you like. Keep in mind that each profile name must be unique.